Update project tracker and email designer plus customer
Update project tracker and email designer plus customer
Your design-stage deals and project entries can drift out of sync, leaving designers without specs or dates. Keep records updated and notify both designer and customer so work starts same day.
Overview
When a sale moves into design you need work to start immediately or timelines slip and customers wait. This workflow keeps your project tracker current and notifies both the designer and the customer, so design work begins the same day and status is visible across systems.